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First Trust Value Line Dividend Fund

516 hedge funds and large institutions have $5.67B invested in First Trust Value Line Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 261 reducing their positions, and 38 closing their positions.

Holders
516
Holders Change
-16
Holders Change %
-3.01%
% of All Funds
7.51%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
30
Increased
145
Reduced
261
Closed
38
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$7.68M -$139K -3,421 -2%
UL
77
Unionview LLC
Washington
$7.43M -$82.3K -2,020 -1%
BWA
78
BlueChip Wealth Advisors
Georgia
$7.27M -$490K -12,025 -6%
CCFM
79
Clear Creek Financial Management
Washington
$7.2M -$316K -7,752 -4%
CA
80
Crumly & Associates
Illinois
$6.98M -$139K -3,412 -2%
GWP
81
Gateway Wealth Partners
Wisconsin
$6.97M +$1.63M +39,932 +30%
Goldman Sachs
82
Goldman Sachs
New York
$6.94M -$3.79M -93,078 -35%
AssetMark Inc
83
AssetMark Inc
California
$6.9M +$913K +22,394 +15%
AF
84
Allworth Financial
California
$6.9M -$856K -20,270 -11%
OC
85
Oppenheimer & Co
New York
$6.63M +$323K +7,928 +5%
PVI
86
Pine Valley Investments
New Jersey
$6.62M -$284K -6,958 -4%
BPA
87
Beacon Pointe Advisors
California
$6.6M -$301K -7,398 -4%
IAA
88
Independent Advisor Alliance
North Carolina
$6.59M +$539K +13,234 +9%
AFP
89
Ausdal Financial Partners
Iowa
$6.39M -$487K -11,941 -7%
CWM
90
Concentrum Wealth Management
California
$6.31M +$357K +8,751 +6%
FPAS
91
Focus Partners Advisor Solutions
Missouri
$6.15M -$1.18M -28,856 -16%
GS
92
GTS Securities
New York
$6.14M +$6.14M +150,618 New
FPWM
93
FSB Premier Wealth Management
Iowa
$6.11M -$1.04M -25,492 -15%
AAS
94
Ameritas Advisory Services
Nebraska
$6.03M -$3.04M -74,480 -33%
SFWC
95
Strategic Family Wealth Counselors
New Jersey
$6.03M +$28.6K +703 +0.5%
DFA
96
DHJJ Financial Advisors
Illinois
$5.98M +$117K +2,861 +2%
CAS
97
Coppell Advisory Solutions
Texas
$5.92M +$5.92M +145,199 New
HIS
98
Harvest Investment Services
Illinois
$5.89M +$411K +10,076 +7%
AA
99
Advisory Alpha
Michigan
$5.87M -$17.4M -427,628 -75%
SWAG
100
Spectrum Wealth Advisory Group
California
$5.85M +$159K +3,908 +3%